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Secure Act 2.0 (101 Training)

No Cost Online

Secure Act 2.0 Signed into law on Dec 22-2022

Wednesday at 11:30am OR 6:30pm CST

What You Will Learn:

  • What has changed on the RMD Age
  • ​Stretch Rules for non spousal beneficiaries
  • ​New 10% Penalty Exceptions
  • ​Expanded Roth and IRA contribution Limits
  • ​
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This Class is for you if you own any of the following accounts......

  • ​401(k) or 403(b)
  • ​Profit-Sharing
  • ​SEPs
  • ​Pensions
  • ​​IRAs
  • ​​529 Plans